Gradient Investments’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Gradient Investments’s Portfolio SPHD Stock Details SPHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,705	Closed	-$209K	–	1133
2024 Q2	$209K	Hold	4,705	–	–	﹤0.01%	319
2024 Q1	$209K	Sell	4,705 -1,800	-28%	-$76.6K	﹤0.01%	292
2023 Q4	$276K	Sell	6,505 -70	-1%	-$2.79K	0.01%	309
2023 Q3	$258K	Hold	6,575	–	–	0.01%	294
2023 Q2	$272K	Buy	6,575 +397	+6%	+$16.3K	0.01%	297
2023 Q1	$261K	Buy	6,178 +3	+0%	+$131	0.01%	278
2022 Q4	$271K	Sell	6,175 -90	-1%	-$3.87K	0.01%	278
2022 Q3	$245K	Hold	6,265	–	–	0.01%	273
2022 Q2	$277K	Buy	6,265 +245	+4%	+$11.4K	0.01%	267
2022 Q1	$284K	Buy	6,020 +930	+18%	+$42.4K	0.01%	260
2021 Q4	$230K	Buy	+5,090	New	+$222K	0.01%	266
2019 Q4	–	Sell	-51	Closed	-$2K	–	1220
2019 Q3	$2K	Buy	+51	New	+$2.13K	﹤0.01%	941
2018 Q3	–	Sell	-250	Closed	-$10K	–	1050
2018 Q2	$10K	Hold	250	–	–	﹤0.01%	614
2018 Q1	$10K	Buy	+250	New	+$10.2K	﹤0.01%	638

Other funds holding SPHD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gradient Investments's SPHD Position: Q3 2024 in Review

Gradient Investments sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2024, closing a stake of 4,705 shares — an estimated $209K sold.

Gradient Investments first reported a position in SPHD in Q1 2018 and held it in 14 quarters. The position peaked at $284K in Q1 2022. 337 funds tracked by Wall St. Rank hold SPHD as of Q3 2024.

Gradient Investments reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 4,705 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2024, an estimated $209K.
Gradient Investments first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q1 2018 and held it in 14 quarters.
Gradient Investments's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $284K in Q1 2022.
337 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.